Our Difference
DALLAS-FT. WORTH – DFW Retirement Radio News
The first thing people notice as they come into the offices of DFW Retirement Planners is the homey feel. “We want our clients to feel at home,” says Britni Levensailor, planner for the firm. She continued, “Our welcoming environment is just the beginning of how we’re different. Once someone spends some time with our team, they realize we’re very different, and different in a good way.”
One of the biggest differences between DFW Retirement Planners and other planners is the holistic nature of the firm. Mark Robinson, Medicare specialist and planner, said that DFW Retirement Planners aren’t focused on one single product of strategy. He said, “We’re really holistic in our approach. We will consider any product or strategy that will meet or exceed our client’s need. We have specialists on staff who are qualified in many facets of retirement planning, such as Medicare, Social Security, long-term care benefits, non-qualified deferred income plans, basic tax planning and non-securities products. As a result, we are able to take a 360 degree view of every client’s life in retirement, looking for ways to make or save them money.”
Alan Maples, estate planning attorney and planner at DFW Retirement Planners, talked about the firm’s unbiased approach to retirement planning. He said, “As planners, we believe it’s critical to get to know our clients and learn about their goals and dreams, fears and frustrations, and create a plan that provides retirement income, asset appreciation, tax strategies and exit strategies or estate plans.”
According to Levensailor, “Another big difference with our firm is our philosophy regarding risk. For our clients that are in or near retirement, we see the stock and bond markets as being too volatile and risky. Because of this we recommend alternative investments that provide income and growth but without connection to the stock and bond markets. These investments allow our clients to sleep better at night during retirement.”
To learn more about DFW Retirement Planners listen to DFW Retirement Radio, Saturdays from 2-3 PM on 820 WBAP Radio. Each week the program offers information and discussion regarding successful retirement plans. DFW Retirement Planners offer a complimentary initial consultation. For more information, call 888-774-4492 (888-7-PIGGY BANK).
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